401(k) · DOL Form 5500 · 2023

Helms Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 156
Participants Small participant base: 68th
Percentile by assets National rank: $102,376
Avg per participant Below avg balance/head

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Official DOL plan name: Helms Bros. Inc. 401(k) Plan · Sponsored by Helms Bros. Inc. · New York · Retail Trade

$16M in assets, 156 participants

Helms Bros. Inc.'s Helms Bros. Inc. 401(k) Plan reported $16M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#6,659 in Retail Trade (8,414 peers)

Coverage in New York

Helms Bros. Inc. 401(k) Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $16M.

#6,659
in Retail Trade (8,414 peers): +19.9%
assets growth YoY

Helms Bros. Inc. 401(k) Plan's outsized position by total assets

Helms Bros. Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,970,615 Top 32% higher than 68% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Helms Bros. Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helms Bros. Inc. 401(k) Plan sits mid-pack in the medium band (156 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Helms Bros. Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Helms Bros. Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Helms Bros. Inc. 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112417038 · Helms Bros. Inc. PY 2023 · 401(k)

Helms Bros. Inc. 401(k) Plan · $16M · 156 · 68th

5500 $16M
ASSETS 156
PCT 68th
EIN 401(k)
RANK near Ascentra Credit Union 401(k) Retirement Plan and Trust
PHOTO ind #6659

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Helms Bros. Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$3M
Employer EIN	112417038
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Helms Bros. Inc.)

Latest sponsor-wide plan assets: $19M 39.317487884972486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	149	$13M
2023	1	156	$16M
2024	1	159	$19M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Helms Bros. Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Helms Bros. Inc. 401(k) Plan side-by-side with 3 peers →

Helms Bros. Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ascentra Credit Union 401(k) Retirement Plan and Trust in IA ($16M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Ascentra Credit Union 401(k) Retirement Plan and Trust (IA) $16M · 150
High Point Networks, LLC 401(k) & Profit Sharing Plan (ND) $16M · 152
Benson Hill Holdings, Inc Retirement Savings Plan (MO) $16M · 385
Christian Schools, Inc. Dba Goodpasture Christian School 401(k) Plan (TN) $16M · 145

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

Motivating Graphics 401(k) Retirement Plan (TX) 156 · 0 off
Tel Tech Networks, Inc. 401(k) Plan (AZ) 156 · 0 off
Battlefield Farms, Inc. Profit Sharing Plan (VA) 156 · 0 off
E&s International 401(k) Savings Plan & Trust (CA) 156 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helms Bros. Inc. 401(k) Plan assets move in 2023? ▼

Helms Bros. Inc. 401(k) Plan grew sharply - up 19.9% during 2023, from $13M to $16M. Reported net income was $3M.

How have Helms Bros. Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Helms Bros. Inc.'s sponsor-wide assets grew 39.3%, from $13M to $19M.

Which 401(k) plans are similar in size to Helms Bros. Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ascentra Credit Union 401(k) Retirement Plan and Trust in IA ($16M, 150 participants).

Which 401(k) plans cover a similar participant headcount to Helms Bros. Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112417038.